Elevated Capital Advisors’s Ericsson ERIC Stock Holding History

Elevated Capital Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-39	Closed	-$376	–	852
2025 Q4	$376	Buy	+39	New	+$369	﹤0.01%	784

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elevated Capital Advisors's ERIC Position: Q1 2026 in Review

Elevated Capital Advisors sold out of Ericsson (ERIC) in Q1 2026, closing a stake of 39 shares — an estimated $376 sold.

Elevated Capital Advisors first reported a position in ERIC in Q4 2025 and held it in 1 quarter. The position peaked at $376 in Q4 2025. 377 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

Elevated Capital Advisors reported no remaining Ericsson position as of Q1 2026 after selling out during the quarter.
Elevated Capital Advisors sold 39 Ericsson shares in Q1 2026, an estimated $376.
Elevated Capital Advisors first reported a position in Ericsson in Q4 2025 and held it in 1 quarter.
Elevated Capital Advisors's Ericsson position peaked at $376 in Q4 2025.
377 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.